Greetings,
Say i have some items in a estaimate and i create a field called Show, it would be a yes or no. Would it be possible in a printed estimate to only show the items that are marked yes and be able to add up all those hidden items?
Thanks!
John M
John M:Would it be possible in a printed estimate to only show the items that are marked yes and be able to add up all those hidden items?
Yes, you would need to adjust the print template through the report designer and add a formatting rule to exclude Show IS False. If you open the report designer and look at the Estimate(Customer_Shipto) report then look at the detail band where the Estimate line items are. There's a little arrow here, click that arrow to pull up the formatting rules option. Here you should be able to make the changes you need to hide those rows you don't want to display.
~C
-C
I am trying to do a similar thing.
I want to exclude Discounts on the print version of a work order/sales order.
I am noting using the Yes/No. I simply want to exclude them.
Can you expound a bit on how to do this?
Hello JWS,
Instead of using the Shows field, you can use the ItemType field in your filter. If ItemType IS Discount would be used in your case.
This would be a good case for a Method Consultant. They can help you out with building custom reports. Also, we have Help Centre videos on the Report Designer so you can better understand how to modify reports.
- Greg